Dear Colleagues
The attached caught my eye this AM (that’s to a sharp-eyed colleague). This provides an interesting ‘stage setting’ for the start of 2026.
Building on the CIM piece, this piece below in the Mining Journal (January 19, 2026), adds further evidence of megatrends coming into view.
“BHP will be forced to intervene in the proposed marriage of Rio Tinto and Glencore as gaps grow in its commodity mix and it is exposed as having only one runner in the world's three-horse electrification race.”
Ken
Not to know what has been transacted in former times is to always be a child.
If no use is made of the labours of the past, the world must always remain
in the infancy of knowledge. Cicero.
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